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Organization
Monday, October 10, 2022
 As an estate planner, I deal with lots of generous, kind folks with very big hearts (and sometimes, big wallets to match). That’s not always the case- sometimes clients have a more modest estate that belies their generous spirits. In this series, I’m offering a weekly Q&A to outlines some mistakes I've seen my generous clients make- along with my recommended course-correct plan of action!Read more . . .
Wednesday, October 5, 2022
 Even if you're nowhere close to thinking about retirement, there are things you can implement in your business right now to prepare for way down the road... Read more . . .
Monday, March 16, 2020
 We write to you today to update you with Phillip Ballenger’s action plan in light of the escalating spread of the novel Coronavirus. This post includes important updates for our clients as it relates to our ongoing business operations, important Court updates, and fact-based resources. We will continue to send further information on our procedures as this develops, all of which will also be posted on our blog, so please check back for updates. Read more . . .
Monday, March 16, 2020
 Link to a timely Kiplinger article by article by H. Dennis Beaver on legal advice related to the Coronavirus situation... Read more . . .
Thursday, January 2, 2020
 Many presume the single essential document is a Will or Revocable Trust. While a Will (or more importantly Trust) is critically important, the most important document may be one you haven’t heard of- the HIPAA Authorization...Read more . . .
Monday, November 11, 2019
 In honor of Veteran’s Day, this week’s guest blog is by Jim McKinley (www. moneywithjim.org) and covers some of the benefits available to Senior Veterans.Read more . . .
Friday, October 18, 2019
 “I just need a simple will.” It’s a phrase estate planning attorneys hear practically every other day. From the client’s perspective, there’s no reason to do anything complicated, especially if it might lead to higher legal fees. Unfortunately, what may appear to be a “simple” estate is all too often rife with complications that, if not addressed during the planning process, can create a nightmare for you and your heirs at some point in the future. In this post, I go over some of the potential pitfalls & unintended problems that can arise from so-called "simple wills"... Read more . . .
Friday, October 11, 2019
 Student loans have become a necessary evil for many college students. The increase of college tuition along with the rise of college attendance creates the perfect storm for more student loan debt. Why is this happening and why is the term, "crisis" used when discussing the issues involving student loans?Read more . . .
Thursday, August 29, 2019
 A recent report found that the US now has 27 Million Entrepreneurs! Which raises the question: Why are there so many individuals wanting to go into business for themselves when it would be far ‘easier’ to be employed? As an entrepreneur myself, I can honestly say that it’s not just a personality type or functional reason, but also very much a trend to no longer follow in the footsteps of their forefathers as classic employees, regardless of the benefits...Read more . . .
Monday, August 19, 2019
 I finally had enough of running out of time and decided to get to the bottom of why. I very quickly realized how much time in my day I was wasting and was shocked by the number of extremely important tasks were still sitting on my ‘to do list’ from months ago! Read more . . .
Monday, August 5, 2019
3936.jpg) On last week’s blog, we shared some easy, practical tips on how to get organized prior to the upcoming school year (See Part 1 Here). Today, we're sharing Part 2, with some reminders & advice on how to get your estate plan in order, before your schedule fills up and procrastination sets in! Read more . . .
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